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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED_RES | 2025-01-10 |
Branch Locations
6041 La Flecha Post Off Box 415, Rancho Sante Fe, CA 92067 • United States
6037 La Flecha Suite 200, Rancho Santa Fe, CA 92067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Diego | CA | 07/2015 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Rancho Santa Fe | CA | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2025 | Present |
*632649 - H Five Holdings LLC / Investment Related / Poway, CA / Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent) / Start January 2001 / During business hours: 0 / After business hours: 1 / Property Management *665662- Hansen Living Trust; Investment related: Yes; Rancho Santa Fe, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-11 |
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